Brookside Tax & Financial Group is a one-stop advisor for tax, investment, insurance, retirement, and estate planning needs. Reviews highlight great service from a team described as excellent, competent, and good people who handle finances well. Clients report strong, long-term relationships and total confidence in the service, with many highly recommending the business. The firm begins by identifying client goals to provide innovative strategies for financial security and health. They are noted for making strong commitments and building lifelong relationships. In addition to core financial services, they offer complimentary notary services for pre-printed documents, described as very nice and free. They also have an elder law attorney available to explain services like detailed financial power of attorney forms, taking time to offer clear explanations without pressure. The mission is to make a difference in clients’ lives and provide peace of mind. Interested parties can get started by calling the provided phone number.
